$Vnet(VNET.US) and $GDS(GDS.US) both rose around eight percentage points. Chinese concept data centers are strengthening along with the demand for AI cloud and expectations of increased purchases of H200.

$Digitalocean(DOCN.US) rose over two points, as cloud service demand from small and medium-sized customers is also recovering. IDC directly corresponds to the implementation of AI computing power—rack occupancy rate and power supply determine revenue. These two Chinese concept companies hold data center resources in first-tier cities, offering greater flexibility than their overseas peers. The capital expenditure for this round of AI cloud is still in an acceleration phase, and the certainty on the data center side is relatively high among this batch.